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529 Conversions to ROTH IRA

    1. Starting in 2024

    2. Open and fund your 529 Education Account

    3. 529 Contributions are tax deductible

    4. Must name a beneficiary

    5. After being open for 15 years you can convert funds to a ROTH IRA

    6. Lifetime rollover limit is $35,000

    7. Rollover contributions count toward the ROTH IRA contribution limits

    8. This is a way to reduce your tax burden today and then someday grow that money tax free

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